We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.

At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it's just not all that matters. Traditional wealth management focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions -- especially stressful and expensive life challenges -- and empowers our clients to build a truly exceptional life.

If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.

WHAT YOU’LL DO AS A CLIENT SERVICE ADVISOR

The Client Management Group at JOYN consists of a team of professionals who are responsible for ensuring that our prospects and clients receive outstanding service. The primary function of the Client Service Advisor in this department is to support JOYN’s Advisors as they deliver service to our clients.

Key responsibilities:

Preparing paperwork for client meetings, performing research as necessary to ensure that this paperwork is completed accurately

Keeping up to speed with in-office training on all new technology implementations

Attending client meetings as necessary to take notes and complete paperwork

Input financial planning data and run basic financial plans

Request trades based on advisor and client needs

Create complex spreadsheets based on client data and reporting needs

ARE YOU A FIT?

Do you have:

Minimum of 3 to 5 years of directly related experience - this includes experience in brokerage houses, financial services firms, or the financial planning and/or wealth management departments in a bank. Candidates without related experience will not be considered

Experience managing client relationships in advisory capacity a plus

Ability to adapt to new and changing technology, industry advancements and efficiencies

High level of attention to detail

Ability to consistently deliver high quality results

Goal- and service-oriented professional who is comfortable in a highly team-oriented environment

Excellent verbal and written communication skills

Strong work ethic

Ability to work with various personality types

Expert mastery of Excel

Active Series 6 or 7 license and Series 63 or Series 66 license required

About JOYN

We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.
At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it's just not all that matters. Traditional wealth management focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions -- especially stressful and expensive life challenges -- and empowers our clients to build a truly exceptional life.
If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.

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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.